APH · Earnings call · 2026Q3T · Full report
Revenue Performance and Mix
AMPHENOL CORP /DE/ · 2026-10-28 · Importance 69 · Surprise 64 · No source text
Third-quarter 2026 sales reached a record $10.2 billion, up 65% in U.S. dollars and local currencies and 37% organically year over year; sequential sales increased 17% and 16%, respectively. Communications Solutions generated $6.6 billion of sales, up 99% in U.S. dollars and 51% organically, with a 33.1% operating margin. Harsh Environment Solutions sales were $2.0 billion, up 35% in U.S. dollars and 29% organically, with a 30.1% margin; Interconnect and Sensor Systems sales were $1.6 billion, up 17% and 11%, respectively, with a 20% margin. IT Datacom represented 48% of company sales and grew 100% in U.S. dollars and 77% organically; AI applications accounted for approximately three-quarters of IT Datacom sales.
Key facts
- Q3 2026 record sales were $10.2 billion, up 65% in U.S. dollars and local currencies and 37% organically year over year.
- IT Datacom represented 48% of Amphenol’s sales in the quarter.
- Q3 2026 sales increased 17% in U.S. dollars and local currencies and 16% organically sequentially.
- Excluding AI growth, Amphenol was driving organic growth in the high teens percentage for the company.
- Amphenol said it would continue to double down on its other markets.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +39.4% | Q3 2026 record sales were $10.2 billion, up 65% in U.S. dollars and local currencies and 37% organically year over year. |
| revenue | positive | realized | +14.5% | Q3 2026 sales increased 17% in U.S. dollars and local currencies and 16% organically sequentially. |